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S.F. EHRLICH ASSOCIATES, INC.
CRD 121356 · SEC 801-113687
15 ALDEN STREET, SUITE 12, CRANFORD, NJ, 07016, United States
Phone
908-789-1100
Fax
908-789-1115
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$185.8M
Discretionary AUM
$185.8M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $23.2M |
| High net worth individuals | 55 | $162.6M |
States served
DE, NJ, NY, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD